November 6, 2025

Daily commentary

Asian equities recovered, advancing 1-2%, while in Europe and the US we saw falls, recovering from the low but closing down 1.3% on the Nasdaq and 0.7% on the S&P500. Treasuries acted as a safe haven, with yields falling 6-7bps, leaving the 10y yield at 4.1% and the 30y yield at 4.7%...
November 5, 2025

Daily commentary

The treasury curve fell sharply, with yields rising 6-7bps after the Treasury announced that the long bond auctions will be larger than anticipated, while the services data was stronger than expected; previously, in Europe yields rose 3-4bps. In equities...
November 3, 2025

Daily commentary

The start of what is known as the best month of the year for the market saw the tech rally as Amazon.com Inc.'s $38 billion deal with OpenAI. It added fuel to the artificial intelligence market. Cryptocurrencies plunged....
October 31, 2025

Daily commentary

The bull market received a fresh boost at the end of a month that has lived up to its reputation for volatility, with optimism about earnings outweighing concerns about a rally that is mainly focused on tech giants....
October 30, 2025

Daily commentary

The S&P 500 falls 1% after the impact on government spending. Wall Street halted a rally on concerns over whether massive artificial intelligence, spending will pay off. Meta Platforms Inc. down 11%...
October 22, 2025

Daily commentary

The S&P 500 is on track for its best two-day advance since June. Wall Street traders led stocks higher amid solid results from U.S. companies, while tariff tensions between the world's two largest economies cooled....
October 20, 2025

Daily commentary

The S&P 500 is on track for its best two-day advance since June. Wall Street traders led stocks higher amid solid results from U.S. companies, while tariff tensions between the world's two largest economies cooled....
October 17, 2025

Daily commentary

U.S. equities closed in the green despite significant declines in the morning following declines of more than 2% in Asia and 1% in Europe, as rates rose globally in anticipation of U.S.-China talks next week. In commodities...
October 16, 2025

Daily commentary

Wall Street shakes as bank problems generate credit angst Stocks fell, extending a week-long streak of volatility on Wall Street, as bad loans at two regional banks generated concern about credit quality in the economy....